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REBALANCE, LLC - Portfolio Stock Holdings

REBALANCE, LLC disclosed 105 stock positions in a recent SEC 13F filing. $1,941,368,516 of stock holdings were filed, with the largest holdings including SCHB, VTI, and SCHF. This filing represented positions held on Sept. 30, 2026, and was filed today.

We estimate the fund has a total AUM of $1,928,102,130 and has 18 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

105

Est. Stock Holding Value:

$1,941,368,516

Top Stock Holdings By Sector

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Portfolio Stock Holdings - REBALANCE, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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